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Alexandria Real Estate Equities
ARE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
526
Spire Wealth Management
Virginia
$4.65K +$2.35K +40 +73%
TWD
527
True Wealth Design
Ohio
$4.55K -$98.8K -1,678 -95%
RTL
528
Red Tortoise LLC
Georgia
$4.41K +$5.3K +90 New
AW
529
Avion Wealth
Texas
$4K -$1.65K -28 -23%
T
530
Tidemark
California
$3.92K – – –
CT
531
Clearstead Trust
Maine
$3.87K -$3.53K -60 -43%
NA
532
NewEdge Advisors
Louisiana
$3.76K -$372K -6,315 -99%
NS
533
NBC Securities
Alabama
$3.72K -$18.7K -317 -81%
S
534
Sachetta
Massachusetts
$3.3K +$883 +15 +29%
PWA
535
Physician Wealth Advisors
Utah
$3.18K -$4.53K -77 -54%
ESC
536
Eurizon SLJ Capital
$3.08K +$3.71K +63 New
NB
537
NBT Bank
New York
$2.74K – – –
EP
538
Essential Partners
California
$2.69K -$198K -3,361 -98%
FFO
539
Fortitude Family Office
Arizona
$2.64K +$3.18K +54 New
PMFA
540
Plante Moran Financial Advisors
Michigan
$2.45K – – –
CWIG
541
Chung Wu Investment Group
Texas
$2.45K +$2.94K +50 New
AWM
542
Abound Wealth Management
Tennessee
$2.35K +$706 +12 +33%
KG
543
Kilter Group
New York
$2.06K -$2.94K -50 -54%
NWM
544
Navigoe Wealth Management
California
$2K +$3.24K +55 New
MCM
545
MV Capital Management
Maryland
$1.81K +$530 +9 +32%
RA
546
Ransom Advisory
Rhode Island
$1.66K -$4.41K -75 -69%
HHMI
547
Howard Hughes Medical Institute
Maryland
$1.61K – – –
MWA
548
Medallion Wealth Advisors
Connecticut
$1.61K – – –
AFC
549
Ares Financial Consulting
California
$1.61K +$1.94K +33 New
WWM
550
Wolff Wiese Magana
California
$1.47K +$589 +10 +50%
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